IBKR

Interactive Brokers GroupB

Nasdaq / Financial Services

At close

2026-07-18

Current thesis

IBKR still looks fundamentally solid: the 10-K showed strong 2025 operating leverage, the company entered 2026 with high excess regulatory capital, and the latest monthly metrics still showed robust y/y growth in DARTs, accounts, and client equity [#10-K-2026-02-27] [#PR-2026-04-01]. New crypto and funding features add incremental ways to capture more client activity on one platform.

Posture

Constructive

Lead driver

Momentum

What changed

Next scheduled catalyst: earnings 2026-07-21 · AMC.

What can break

As a high-coverage financial name, expectations around quarterly execution are elevated and can create sharp post-earnings moves if monthly trends do not convert into reported results.

Momentum

Value

Sentiment

Setup hits (3d)

0 · Net Neutral

AI TargetsBase $82.00 · Bull $91.00 · Bear $71.00

Earnings

49 · Non-qualifying

Next 2026-07-21 · AMC

Data freshness

Prices

As of 2026-07-18

Fundamentals

As of 2026-07-17 • Vendor: Data Vendor v1

Scores

As of 2026-07-18 • Model: HYBRID_IC_RP

AI Memo

As of 2026-04-21 • Model: RankAlpha Sentiment Codex

Earnings Setup

As of 2026-07-16 • RankAlpha AI

Investment thesis

As of 2026-07-18

Supporting evidence

What

Grade B · Constructive

Confidence Medium · Net Neutral

Target $103.26

Why

Momentum74 · Δ7d -4.4

Value48 · Δ7d +0.2

Sentiment47 · Δ7d +0.7

So what

Strength-led posture (Net Neutral). Favor watchlist adds and disciplined entries.

Earnings surprise screen

49Non-qualifying2026-07-21 amc

View setup

Interactive Brokers has a confirmed date, consensus EPS and revenue, positive customer and trading-activity momentum, and a 2.37% five-session gain, but the checked sources did not establish a positive current-quarter revision or revenue upside and did not provide enough range data for a close-location pass.

Screen as of 2026-07-16. Window 2026-07-16 to 2026-07-22.

Lead driver: Momentum · See technicals

Momentum

26% active weight

Current posture

7d trendSoftening

Δ7d

-4.4

Δ21d

-11.0

Value

39% active weight

Current posture

7d trendFlat

Δ7d

+0.2

Δ21d

+1.2

Sentiment

34% active weight

Current posture

7d trendFlat

Δ7d

+0.7

Δ21d

-2.4

Why this grade

Composite grade B. Momentum 73.6 / Value 48.3 / Sentiment 46.5

Fundamentals (TTM)

As of 2026-07-17

Market Cap

$40.33B

Beta

1.24

Shares Out

445.48M

P/E (TTM)

34.4

P/S (TTM)

12.00

P/FCF (TTM)

7.66

Rev YoY

+14.1%

EPS YoY

+22.9%

Gross Margin

+95.3%

Op Margin

+44.6%

Net Debt

-$56.89B

Current Ratio

1.05

As of 2026-07-18 • Updated nightlySource: Internal modelMethodology